Asset Owner Directory

Wespath Benefits

Wespath Benefits and Investments has been serving The United Methodist Church for over 100 years. Wespath are the largest reporting faith-based pension fund in the United States, serving more than 100,000 active and retired clergy and lay employees of the Church. Wespath and its subsidiaries, including Wespath Institutional Investments, manage over $28 billion in assets as of December 31, 2020.

Country

United States

AUM ($B)

$28

Performance

18.21

Chief Executive

Barbara Boigegrain

Chief Investment Officer

David Zellner

Chair

Bishop Robert Schnase

Asset allocation
The Multiple Asset Fund – P Series (MAF-P) is a balanced, broadly diversified, multiple-asset-class fund of funds that primarily holds Units in four other P Series Funds. Fund allocations as of December 31, 2020 was as follows: U.S. Equity Fund (35.8%), International Equity Fund (30.8%), Fixed Income Fund (23.6%), Inflation Protection Fund (9.4%), MAF Alternative (0.2%), Cash (0.2%)

35% US Equity fund

30% Internation Equity fund

25% Fixed income fund

10% Inflation protection fund

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